# Constellation Brands Inc. (STZ) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Consumer Defensive / Beverages. Price $128.18, market value $21.9 billion.

## Valuation
- **P/E (trailing): 12.2×**. Constellation Brands Inc. trades at 12.2× trailing earnings. The Consumer Defensive median in the September 2026 study was 20.1×. Forward P/E is 10.3×, lower than trailing, so analysts expect earnings to grow.
- **Price / sales: 2.4×**. Each dollar of revenue is priced at 2.4×.
- **Price / book: 2.7×**. The shares trade at 2.7× book value; book value is a meaningful part of the valuation.
- **EV / EBITDA: 9.8×**. Enterprise value is 9.8× operating earnings before depreciation, the multiple that ignores how the company is financed.
- **Free-cash-flow yield: 8.4%**. Free cash flow equals 8.4% of the market value. Above 5% is generally attractive.
- **Earnings yield: 8.2%**. The inverse of the P/E: 8.2% of the price is earned each year.

## Profitability
- **Gross margin: 52.6%**. Constellation Brands Inc. keeps 52.6% of revenue after the direct cost of what it sells.
- **Operating margin: 31.5%**. 31.5% of revenue is left after running the business, an exceptional level.
- **Net margin: 18.5%**. 18.5% of each dollar of sales reaches the bottom line.
- **Return on equity: 20.9%**. 20.9% on shareholders' equity is excellent if it is not driven by leverage; sustained above 20% usually signals a competitive advantage.
- **Return on invested capital: 12.3%**. Return on all capital, debt included, is 12.3%.
- **Return on assets: 8.3%**. Each dollar of assets produces 8.3% of profit.

## Growth
- **Revenue growth (1 yr): -10.5%** (3-yr -1.1%/yr, 5-yr 1.2%/yr). Revenue fell 10.5% over the last year, against 1.2% a year compounded over five years: growth is slowing.
- **Free-cash-flow growth (3 yr): 1.4%/yr**. Free cash flow has compounded at 1.4% a year over three years.

## Financial health
- **Debt to equity: 1.27**. Debt is 1.27 times equity, a leveraged balance sheet that needs steady cash flow to service.
- **Net debt / EBITDA: 3.1×**. It would take 3.1 years of operating earnings to repay net borrowings, above the 3× level most lenders treat as comfortable.
- **Altman Z-score: 2.32**. A Z-score of 2.32 is in the grey zone; not distressed, not clearly safe.
- **Piotroski F-score: 4/9**. 4 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 3.21%** ($4.09 per share, trailing). Constellation Brands Inc. yields 3.21%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 42%** (39% of free cash flow). 42% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 11**. 11 straight years of increases, a record that survived at least one recession.
- **Dividend growth (5 yr): 6.3%/yr** (1-yr 3.8%). The dividend has grown 6.3% a year over five years.

## Analyst view
- **Analyst consensus: buy** (23 analysts). 23 analysts cover Constellation Brands Inc.; the consensus is buy, with an average price target of $170.83 (+33% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): -10.3%** (YTD -5.9%, 3-mo -9.0%). The shares are down 10.3% over twelve months including dividends.
- **From 52-week high: -24.0%** (1.4% above the low). Trading 24% below its 52-week high.
- **200-day average: below**. The price sits below its 200-day moving average, the usual definition of a downtrend.
- **RSI (14-day): 39**. An RSI of 39 is neutral.
- **Beta (1 yr): 0.05** (volatility 30%). Beta of 0.05 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=STZ · Page: https://foliofundamentals.com/stocks/stz

Not investment advice.